Veeva(US:VEEV) ZACKSยท2025-11-21 00:01Core Insights - Veeva Systems reported a revenue of $811.24 million for the quarter ended October 2025, reflecting a 16% increase year-over-year and surpassing the Zacks Consensus Estimate of $791.88 million by 2.44% [1] - The company's EPS for the quarter was $2.04, up from $1.75 in the same quarter last year, exceeding the consensus EPS estimate of $1.95 by 4.62% [1] Revenue Breakdown - Subscription services revenue reached $682.5 million, exceeding the average estimate of $671.02 million, with a year-over-year growth of 17.5% [4] - Professional services and other revenue totaled $128.74 million, surpassing the average estimate of $120.86 million, marking an 8.8% increase year-over-year [4] - Veeva R&D Solutions generated $81.28 million in revenue, exceeding the average estimate of $74.66 million, representing a 12.1% year-over-year increase [4] - Subscription services from Veeva R&D Solutions amounted to $364.85 million, above the average estimate of $361.28 million, with a year-over-year growth of 20.6% [4] - Veeva Commercial Solutions' subscription services revenue was $317.65 million, exceeding the average estimate of $309.72 million, reflecting a 14.1% increase year-over-year [4] - Professional services and other revenue from Veeva Commercial Solutions reached $47.46 million, surpassing the average estimate of $46.26 million, with a year-over-year change of 3.5% [4] Margin Analysis - Non-GAAP Gross Margin for Professional services and other was reported at 29.8%, below the average estimate of 31.8% [4] - Non-GAAP Gross Margin for Subscription services was 86.6%, slightly above the average estimate of 85.9% [4] Stock Performance - Veeva's shares have returned -5.8% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]